-66.4%
HTZ vs EFX
-7.5%
-58.9%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.4% | +6.8% | +8.9% |
| 7D | +18.9% | +9.2% | +9.8% | +17.7% |
| 30D | +26.3% | +34.8% | -8.5% | +22.9% |
| 3M | +49.7% | +8.8% | +40.8% | +47.5% |
| 6M | -61.1% | +12.3% | -73.4% | -61.3% |
| YTD | -56.0% | -10.6% | -45.4% | -52.1% |
| 1Y | -66.4% | -6.7% | -59.7% | -65.7% |
| All | -66.4% | -7.5% | -58.9% | -65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EFX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling